Unclaimed
Andrew Michael Lachenmayr is a financial advisor with BNY Mellon Securities Corp. Andrew has been in the industry since 2018. Andrew has experience at NYLIFE Securities LLC and Morgan Stanley prior to joining BNY Mellon Securities Corp. Andrew is registered to provide securities advice in the state of Pennsylvania and holds the Series 6, 7, 66, and SIE licenses. Andrew provides investment advisory services to individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
1
2
PA
02/22/2024 - Present
BNY Mellon Securities Corp. (PHILADELPHIA PA)
NJ
07/11/2019 - 04/17/2020
MORGAN STANLEY (FLEMINGTON NJ)
NJ
09/28/2018 - 07/08/2019
NYLIFE SECURITIES LLC (EDISON NJ)
BOTH
Issued 10/03/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/28/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/22/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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